Well Done, LLC - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 35 filers reported holding NORTHERN LTS FD TR IV in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Well Done, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$568,962
+6.8%
18,722
+12.9%
0.13%
+11.5%
Q2 2023$532,940
+3.5%
16,5870.0%0.11%
+1.8%
Q1 2023$514,861
+3.1%
16,5870.0%0.11%
+3.7%
Q4 2022$499,400
+10.5%
16,587
+0.4%
0.11%
-3.6%
Q3 2022$452,000
-17.7%
16,517
-14.0%
0.11%
-8.3%
Q2 2022$549,000
-8.5%
19,207
+6.3%
0.12%
+0.8%
Q1 2022$600,000
-3.2%
18,066
+2.7%
0.12%
-4.8%
Q4 2021$620,000
+0.5%
17,583
+1.0%
0.13%
-8.7%
Q3 2021$617,000
-0.6%
17,414
+3.0%
0.14%
+0.7%
Q2 2021$621,000
+3.3%
16,909
+0.1%
0.14%
-0.7%
Q1 2021$601,000
+38.5%
16,885
+16.3%
0.14%
+29.0%
Q4 2020$434,000
+33.5%
14,520
+1.4%
0.11%
+16.3%
Q3 2020$325,000
-13.1%
14,320
-13.4%
0.09%
-10.7%
Q2 2020$374,000
+20.3%
16,533
+2.3%
0.10%
+9.6%
Q1 2020$311,000
-1.0%
16,157
+45.0%
0.09%
+28.8%
Q4 2019$314,000
-46.4%
11,140
-50.0%
0.07%
+2.8%
Q3 2019$586,000–22,280–0.07%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2020
NameSharesValueWeighting ↓
Inspire Advisors, LLC 763,869$23,000,0905.80%
Paradiem, LLC 224,797$6,768,6382.50%
Inspire Investing, LLC 386,199$11,628,4611.50%
Legacy Wealth Asset Management, LLC 120,414$3,625,6501.38%
PAX Financial Group, LLC 178,730$5,381,5601.37%
CREATIVE FINANCIAL DESIGNS INC /ADV 238,082$7,168,6521.06%
LVZ, Inc. 116,907$3,520,0680.55%
AlphaStar Capital Management, LLC 90,095$2,712,7600.28%
Whitaker-Myers Wealth Managers, LTD. 7,744$233,1750.22%
Keel Point, LLC 32,762$986,4770.16%
View complete list of NORTHERN LTS FD TR IV shareholders